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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,987 | $72,071-14.0% | $68,368-9.3% | $137,256-54.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 11.28% | 353.14%-341.9pp | 292.57%-281.3pp | 220.34%-209.1pp |
| Employer contribution / active EE | $17,019 | $2,788+510.5% | $2,649+542.5% | $4,156+309.5% |
| Participant deferral / active EE | $0 | $4,410-100.0% | $4,123-100.0% | $6,407-100.0% |
| Admin fee / account holder | $46,600 | $5,336+773.4% | $5,150+804.9% | $12,270+279.8% |